Add New Conversation Groups

To use the Conversation groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new conversation group:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
3. On the grid toolbar, click Add New .
4. You can edit the Group Name field by double-clicking on it.